AimPoint Pension
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Compass
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Roundup of 2009 Changes to Form 5500 and Schedules
ERISAdiagnostics, Inc. [Guidance Overview] May 26, 2010
Excerpt: What should you be doing now? 1. Start collecting the information you need; if you are having trouble obtaining the information, document your requests. 2. If your plan is subject to an audit, hopefully the process has begun. 3. Confirm that your vendor will preparing your 5500 and determine if they will be a 'transmitter' for purposes of EFAST2 credentials. 4. Leave time for the 'signing ceremony'; don't wait until the last minute to avoid delays in transmission. 5. Don't forget to check the DOL website; there is a lot of useful information regarding Form 5500.
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